Investment Consultant, Investments - Jersey

  • Job Reference: 38933
  • Date Posted: 13 June 2022
  • Website: https://www.ap-executive.com/
  • Location: Jersey
  • Salary: On Application
  • Bonus/Benefits: Negotiable
  • Sector: Banking & Financial Services, Call Centre / Customer Service, Consulting & Corporate Strategy, Sales & Marketing, Corporate Services
  • Job Type: Permanent

Job Description

Our client, a market-leading company providing investment consultancy is looking for an investment consultant to join its team in Jersey.

The successful candidate will work in a dedicated team & be influential in helping to successfully grow & maintain a global investment client base of private trusts as well as pension & savings schemes.

The role will include provision of regulated investment advise to a range of fiduciary led clients. Service a portfolio client base, which will involve travelling to multiple jurisdictions, maintain & develop a network of prospects, leveraging off the Group's global distribution. Onboard new clients successfully & work with portfolio platform provider. Participate in quarterly reporting. Conduct client pitch & review meetings independently & with colleagues. Work with Head of Advisory to ensure revenue budgets & client service levels are met.

You will hold CISI Level 6 investment qualification or equivalent with 5 years' relevant industry experience in Investment Management or Private Banking. Excellent understanding of investment markets & the offshore financial services sector. Experience of investment writing, including client proposal, review & market commentaries. You will be highly organised & self-sufficient with good written & inter-personal skills, methodical with a high attention to detail. Maintain commercial awareness of targets with a good use of initiative. You will be proficient in the use of Bloomberg & Microsoft applications. Willingness to travel domestically & internationally to meet with clients.

We can only accept applications from candidates who have been living in Jersey for 5 years or more at this time to work in Jersey.

For further details please contact Emma on 01534 753014 or send your current CV with any other relevant information to emma.muirhead@ap-executive.com

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